Services

Taxation

• Compliance

o Individual tax returns
o Corporate tax returns
o Partnership tax returns
o Estate and trust tax returns
o Gift tax returns

• Planning

o Transactional planning
o Year-end planning
o Estate and business succession planning

Business Start-up

• Consultation regarding

o Form of entity
o Registering business with taxing authorities
o Assist with business plan
o Cash flow analysis

Accounting and Auditing

• Compiled financial statements
• Reviewed financial statements
• Audited financial statements

Other services

• Bookkeeping
• QuickBooks installation, training and consulting
• Business Valuations
• Management reporting
• Estate Administration & Probate Court filings